Avoid Tax Surprises in April with Tax Review and Advisory Services Tailored To Your Needs
Plan Ahead. Avoid Surprises. Optimize Your Taxes.
When it comes to taxes, small adjustments today can make a big difference tomorrow. Our Tax Strategy Review & Advisory Sessions are designed to help you understand where you stand, plan ahead, and avoid unexpected penalties or missed opportunities.
Whether you need to fine-tune your withholdings, project estimated taxes, evaluate potential deductions, or explore tax-efficient planning strategies, we’ll provide the personalized guidance you need to stay ahead.
Why Clients Choose Us
Integrated tax & financial planning approach
Transparent pricing with no surprises
Proactive strategies, not just tax prep
Meeting Details:
Duration: 15 minutes
Location Options: Zoom, Google Meet, Microsoft Teams, or a phone call.
How to Schedule: Convenient online scheduling is preferred: Click Here to Schedule
Step 1: Initial Consultation (Required)
Before scheduling your paid session, we start with a free 15-minute call to:
Understand your current situation and tax objectives
Determine if a Tax Strategy Review Session makes sense
Set expectations on scope, cost, and next steps
⚠️ This call is not a full planning session. No in-depth analysis or personalized recommendations are provided during this step.
Step 2: Your Current Tax Landscape
If a deeper review is appropriate, we’ll schedule your session to review your complete tax picture and develop customized strategies.
What’s Included:
Withholding analysis and adjustment recommendations
Review of estimated tax payments and deadlines
Projection of potential refund or balance due
Strategies for Roth conversions, capital gains planning, charitable giving, and other tax-efficient opportunities
Analysis of multi-year planning opportunities when applicable
Session Details:
Duration: 60–90 minutes
Rate: $300/hour (billed in 15-min increments)
Typical Fee: $300–$450
Format: Phone or Virtual
Ready to eliminate tax surprises?
How to Prepare for Your Discovery Call
To make the most of our time together, it helps to have a clear picture of where you stand today. You don’t need to bring every document—but reviewing or gathering a few key items ahead of time will lead to a more productive conversation.
What You’ll Need to Provide
To make your session as effective as possible, please upload or have ready:
Most recent pay stubs (all jobs, both spouses if applicable)
Latest tax return (if we don’t already have it)
Year-to-date income statements (W-2s, 1099s, K-1s if available)
Rental property statements (if applicable — income, expenses, depreciation reports)
Investment account statements (brokerage, retirement, RSUs, stock options)
Business income & expense reports (for S-Corps, LLCs, and sole proprietors)
Mortgage statements & property tax bills
Charitable donation records
Any other significant financial documents relevant to your tax situation
Timeline & Next Steps
Book the Discovery Call — Choose a 15-minute time slot that works for you.
Gather Documents — We’ll provide a checklist so you know exactly what to prepare.
Schedule Your Strategy Session (if needed) — Most clients book within 1–2 weeks of the discovery call.
Complete the Review — We’ll analyze your documents, review your situation together, and provide actionable strategies to optimize your tax outcome.
Important Disclosures & Expectations
Outside Tax Preparation: Tax Strategy Review Sessions are advisory services and are billed separately from standard tax return preparation.
No Guarantee of Outcome: While we provide informed recommendations, tax laws change and individual results vary.
Payment Policy: Payment is required upon completion of services.